Era AI

Assistants and event agents

Create a teammate, choose its triggers and inspect run outcomes.

An agent is an AI teammate with instructions and boundaries for a particular job, such as sales follow-up, morning summaries or event-driven checks. Web: Agents. Desktop: agent screens in Agents & tools.

Before you start

An agent also needs permissions for the target business job. Instructions and sources do not grant unlimited access.

Three tabs

Assistants lists hired teammates. Event agents wake on business events (/agents?view=event). Runs shows outcome, trigger, tools, duration and cost (/agents?view=runs). Recent runs do not load unlimited history.

Create an assistant

Start with Hire agent, a gallery template or Create with chat. Describe the job and inspect the builder's preview. Agent details have Chat / Settings.

SettingPurpose
Name and descriptionHelp the team identify the job.
ModelShared model/source picker; supported hosted-agent options also appear in the event-agent picker.
InstructionsJob, sequence and boundaries.
AppsConnected apps, optionally restricted to selected ones.
SkillsReusable procedures.
TeammatesAgents that can receive delegated work.
AbilitiesSupported web search/fetch, images, past chats, ask first and saving methods.
SharingPersonal, workspace or offered public sharing; new agents start private.

Add trigger supports daily/weekday schedules with time zone, a later one-time run, or app activity such as webhook/RSS/email. Use advanced schedule expressions only when needed. Run now shows the result in chat.

Event agents

Configure name, instructions, wake-up event, acting person, allowed modules, model and per-run operation limit; choose a linked assistant where offered. The trigger must be declared by an enabled module. An agent with no instructions cannot be enabled. Pause / Resume / Delete / Run depend on access.

Permissions and cost

ai.manage creates/edits, ai.delete deletes and ai.handle runs. Touching business records also requires the relevant module permission and approval; agents are not unrestricted service administrators. Daily/monthly budgets can refuse a run. Source selection and connection permissions still apply.

Try “Create an assistant that summarizes new leads every morning without messaging customers.” “When a lead is won, check the quote and ask before sending.” See skills, workflows and AI settings.

Assistants and event agents
Assistants and event agents — Desktop
Assistants and event agents
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